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  1. Extend
  2. Getting started

Getting started

Getting started

  • Introduction
  • Navigating Extend
  • Create your first virtual card
  • Invite team members

Virtual cards & budgets

  • Creating virtual cards
  • Budgets
  • Card types explained
  • Create virtual cards in bulk
  • Field employee card requests
  • Deactivate & reactivate virtual cards

For card recipients

  • Using your virtual cards
  • Request a virtual card
  • Request an update to your virtual card

Reporting

  • Assign reporting roles
  • Custom reference fields
  • Filter and sort cards and transactions
  • Download transactions and attachments
  • Integrate with Quickbooks
  • Integrate with Expensify
  • See all 7 articles

Profile, preferences, & people

  • Manage notification settings
  • Reset your password
  • Update billing information
  • Disconnect your account from Extend
  • Delete your Extend account

FAQs

  • General support questions
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